合作伙伴账户执行官
Partner Account Executive
我们是：
通过基于合作伙伴的方法，Coterie 帮助保险专业人士在小型商业保险领域挖掘未被开发的收入。我们创新的报价平台可在不到一分钟内提供准确的定价和可承保的报价，让小型企业保险变得简单。
我们致力于打造并培养一支世界级的团队，为商业保险带来速度、简便性和服务。我们重视诚信、谦逊、热情和智慧。如果你希望挑战自我并重塑一个超过2000亿美元的市场，我们期待与你交流！
职位概述：
合伙人客户经理负责推动高潜力分销合作伙伴组合的增长、扩展和业绩表现。该职位将专注于制定合作伙伴增长策略，提高采用率和业绩，并加强长期合作伙伴关系。
合伙人客户经理是战略生产账户的主要商业负责人，与合伙人成功经理及内部跨职能团队紧密合作，确保合作伙伴实现业绩和参与目标。
该职位负责主动的关系管理、收入增长以及扩大 Coterie 在合作伙伴组织中的影响力。
主要职责：
- 为分配的合作伙伴账户制定并执行战略增长计划。
- 推动保费增长、合作伙伴参与和市场扩展。
- 与代理机构负责人、经纪人、销售人员和合作伙伴领导团队建立并维护良好的关系。
- 与合作伙伴定期进行业务回顾，识别增长和优化机会。
- 识别增加采用率、交叉销售和产品使用范围的机会。
- 与合伙人成功经理合作，确保高质量的合作伙伴支持和问题解决。
- 监控合作伙伴的绩效指标，包括业绩、提交增长、参与度和留存率。
- 为合作伙伴团队开展培训、教育和赋能活动。
- 在 Salesforce 中保持准确的预测和管道管理。
- 与市场、产品、保险和营收运营团队合作，支持合作伙伴增长计划。
- 识别处于风险的合作伙伴，并制定行动计划以提高参与度和留存率。
- 根据需要在行业和合作伙伴活动中代表 Coterie。
- 培养一种责任意识和协作的文化。
查看英文原文
Who we are:
Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space. With an innovative quoting platform that delivers accurate pricing and bindable quotes in less than one minute, Coterie makes small business insurance effortless.
We are on a mission to build and foster a world-class team to bring speed, simplicity, and service to commercial insurance. We value integrity, humility, passion, and intelligence. If you want to push yourself and reshape a $200B+ market, we’re excited to talk to you!
Position Summary:
The Partner Account Executive is responsible for driving growth, expansion, and production performance across a portfolio of high-potential distribution partners. This role will focus on developing partner growth strategies, increasing adoption and production, and strengthening long-term partner relationships.
The Partner Account Executive serves as the primary commercial owner for strategic producing accounts and collaborates closely with Partner Success Managers and internal cross-functional teams to ensure partners achieve production and engagement goals.
This role is accountable for proactive relationship management, revenue growth, and expanding Coterie’s footprint within partner organizations.
Key Responsibilitis:
- Develop and execute strategic growth plans for assigned partner accounts.
- Drive premium growth, partner engagement, and market expansion across assigned relationships.
- Build and maintain strong relationships with agency principals, brokers, producers, and partner leadership teams.
- Conduct regular business reviews with partners to identify opportunities for growth and optimization.
- Identify opportunities for increased adoption, cross-sell, and expanded product utilization.
- Collaborate with Partner Success Managers to ensure high-quality partner support and issue resolution.
- Monitor partner performance metrics including production, submission growth, engagement, and retention.
- Conduct training, education, and enablement sessions for partner teams.
- Maintain accurate forecasting and pipeline management within Salesforce.
- Partner with Marketing, Product, Insurance, and Revenue Operations teams to support partner growth initiatives.
- Identify at-risk partners and develop action plans to improve engagement and retention.
- Represent Coterie at industry and partner events as needed.
- Foster a culture of accountability, collaboration, innovation, and proactive relationship management.
Required Qualifications:
- Bachelor’s Degree in Business, Marketing, Insurance, or related field preferred.
- 5+ years of experience in commercial insurance sales, partner management, or agency distribution.
- Proven track record of driving revenue growth and partner expansion.
- Experience working with independent agents, brokers, aggregators, or embedded insurance platforms preferred.
- Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools.
- Experience managing strategic relationships and business planning initiatives.
Knowledge, Skills and Abilities:
- Strong sales, relationship management, and strategic planning capabilities.
- Excellent communication and presentation skills.
- Ability to identify and execute growth opportunities within complex partner organizations.
- Strong analytical and problem-solving abilities.
- Ability to prioritize and manage multiple strategic relationships.
- Knowledge of Property & Casualty insurance distribution and agency operations.
- Strong collaboration and cross-functional partnership skills.
- Ability to operate effectively in a fast-paced, high-growth environment.
- Problem solving mindset.
Our interview process:
Our hiring process generally consists of 3 phases. The goal is to provide an opportunity for us to learn more about our candidates while allowing them to get to know us as well!
- Phase 1: Qualified candidates will first meet with a member of our People Operations team for a phone interview. This discussion is a high-level conversation to understand more about your background and interests and for us to share more about Coterie and the position.
- Phase 2: Selected candidates will be invited to meet with our Hiring Manager for a 2nd interview via Teams video. This interview is designed to be more detail oriented and allows you to learn more about the role
- Phase 3: Top candidates will receive an invite for our final interview series via Teams video. This series will include an experiential exercise project (provided in advance), 1:1 interviews with selected team members. The final series is roughly 1.5-3 hours in total but can be scheduled over a few days for flexibility.
What's in it for you:
Coterie has excellent benefits for all full-time employees. We offer the following:
- 100% remote
- Health insurance through Aetna (we pay 100% of premiums)
- Dental and vision insurance through Guardian (we pay 100% of premiums)
- Basic life insurance (we pay 100% of premiums)
- Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
- 401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate
- Flexible PTO policy offering employees up to 4 weeks of PTO in their first 12 months. Thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
- 12 company-paid holidays each year
- Continuing education annual stipend
- Annual salary estimated between $100,000-$150,000 based on national data. Candidates who meet all the minimum requirements and possess additional relevant experience, as outlined in the job description, may be considered for a salary above the midpoint of the above range. Salary is based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; degrees or certifications, etc.
Work Authorization:
At this time, Coterie Insurance is unable to consider candidates who require current or future visa sponsorship. Applicants must have authorization to work in the United States without the need for sponsorship now or in the future. Falsification of an application, including work authorization status, is immediate grounds for dismissal from consideration.
Originally posted on Himalayas